Contract workspace

Contract request

Main agreement

Contract terms

Nonstandard

d-Hoc Library

Library

Ad Hoc

To combine an existing condition

To use values of an existing condition to define additional conditions

To create multiple conditions in one expression

To group newly-created conditions

Export the existing template. Make changes to the XML files within the exported archive. When you reimport the archive, the existing template will automatically updated

In the existing template, create a new version and set an expiration date in the future. Create the new template and publish with an effective date on the same day

Export the template and load it into the test site. Make changes on the test site template. When the template is ready to be published, choose "Publish to Production"

In the existing template, select the option to create a new version. When the template is ready to be published, publish the new version

Use visibility conditions

Use relational entries

Use validation conditions

Use expressions

Match Enterprise user's password with Corportate SSO user's password

Match Enterprise user's ID with Corporate SSO user's ID

Match Enterprise user's Email address with Corporrate SSO user's Email address

Match Enterprise user's permissions with Corporate SSO user's permissions

Ensures that only the project owner starts anoy of the tasks

Allows you to group same type of tasks

Allows you to organize tasks into phases to match your business model

Enforces workflow order

Specify conditions in the Clause Library so that they are applied to all contract workspaces

From the outline view of the Main Agreement in the contract workspace, select the condition to apply to each clause

From the outline view of the Main Agreement in the template, select the condition to apply to each clause

On the Conditions tab, select the clauses that are visible when each condition is true

Prepackaged Reports

Knowledge Projects

Public Reports

Personal Workspace

The project owner can launch only one round of a negotiation task

The supplier can modify a received contract document

The project owner cannot add observers to a negotiation task

The initial message must be entered before sending the task

Document folder

Personally identifiable information

Team member role

Template

Create before awarding a sourcing event

Create from the create menu

Create by copying an existing contract workspace

Create by amending an existing contract workspace

Create via a contract request

Show the tasks only during the amendment process by applying conditions

Enable the Repeat for Each Document Draft option to reuse the task

Use a predecessor task to start the task in the amendment process automatically

Use a Notification Task to notify the team members that the contract workspace is in the amendment process

To show users a contract workspace placeholder after contract request approval

To indicate task progress

As a milestone in tasks tab

To generate a follow-on task

Use the Update Only option only when you import the modified file

Delete existing data first before importing modified data

Only use an XML file to import the data

Save an exported file for back up

Signers can decline the documents

Adding a new clause in DocuSign

Adding additional signers

View and accept redlines

Text

Dates

Boolean

Numeric

To link the pricing from a sourcing event to the contract workspace

To allow external users to work on the contract

To allow users, who do not have the permission to create Contract Workspaces, to create Contract Requests instead

To generate a contract approval flow

Users who belong to the Project Owner project group of the Clause Library

Users who have access to the Clause Library

Users who belong to the Contract Approver system group

Users who belong to the Clause Library Team project group of the Clause Library